NAS
SCHV

NWF Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

NWF Advisory Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30,761
Closed -$895K – 437
2025
Q3 		$895K Sell
30,761
-2,879
-9% -$81.8K 0.1% 145
2025
Q2 		$931K Buy
33,640
+1,660
+5% +$43.6K 0.11% 136
2025
Q1 		$850K Buy
+31,980
New +$858K 0.12% 120
2024
Q4 		– Sell
-37,239
Closed -$998K – 401
2024
Q3 		$998K Buy
37,239
+1,848
+5% +$47.5K 0.15% 111
2024
Q2 		$874K Hold
35,391
– – 0.14% 112
2024
Q1 		$896K Sell
35,391
-1,515
-4% -$36.3K 0.15% 110
2023
Q4 		$862K Sell
36,906
-93
-0.3% -$2.03K 0.17% 100
2023
Q3 		$795K Sell
36,999
-69
-0.2% -$1.55K 0.19% 94
2023
Q2 		$829K Hold
37,068
– – 0.19% 99
2023
Q1 		$829K Buy
+37,068
New +$824K 0.19% 99

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

NWF Advisory Services's SCHV Position: Q4 2025 in Review

NWF Advisory Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 30,761 shares — an estimated $895K sold.

NWF Advisory Services first reported a position in SCHV in Q1 2023 and held it in 10 quarters. The position peaked at $998K in Q3 2024. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • NWF Advisory Services reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • NWF Advisory Services sold 30,761 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $895K.
  • NWF Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and held it in 10 quarters.
  • NWF Advisory Services's Schwab US Large-Cap Value ETF position peaked at $998K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.